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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hudson Valley Credit Union | Latham | NY | 09/2025 | Present |
| Citibank N.A. | New Hyde Park | NY | 05/2024 | 09/2025 |
| Citibank N.A. | Bridgeport | CT | 05/2015 | 05/2024 |
| Lpl Financial Llc | Latham | NY | 09/2025 | Present |
1- 10/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wealth Management at Hudson Valley Credit Union / Investment Related / At Reported Business location(s) 2- 10/2025 / Hudson Valley Credit Union / Financial Institution Duty / Investment Related / 80 hrs mth / 20 hrs during trading / Latham, NY / Start date: 09/15/2025 3- 12/12/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wealth Management at Hudson Valley Credit Union - Investment Related - At Reported Business Location(s) - Start Date 09/30/2025 - 80 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-22 |
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